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Scheduling Link Creation

Ability to create and share a link to provide individuals who want to book an appointment.

Availability Preferences

Ability to set preferred availability to ensure appointments are only booked for approved times, locations and durations.

Automated Notifications

Automatic push notifications sent to clients via email for confirmations, cancellations, reminders or rescheduling.

Mobile

Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Real-Time Calendar View

Displays a booking view that automatically provides available time slots. Allows users to book appointments and updates availability in real-time.

Payment Processing

Offers credit card processing, debit card processing, and payment verification at the time of booking.

Calendar Integration

Syncs updates across all calendar applications such as Office 365, Google Cal or iCal.

Customizable Branding

Tool allows user to apply its own branding to documents and create its own forms.

Analytics and Reporting

Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

3rd Party Integration

Provides Integration with third party applications to CRM, email, communication platforms etc. to standardize scheduling workflows across multiple systems.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.